Key stats
About DYNAMIC ACTIVE CANADIAN DIVIDEND UNITS
Expense ratio
0.90%
Home page
Inception date
Jan 20, 2017
The fund obtains its exposure by investing in a mutual fund with the same name. The underlying is a diversified portfolio of Canadian-based companies that pay or expected to pay a dividend or distribution. Individual stocks are selected based on a bottom-up investment approach that considers fundamental research for growth and value potential. A companys free cash flow, price to earnings, improving balance sheet and low debt are just a few of the factors considered. The portfolio managers have the flexibility to invest a significant amount of assets in foreign securities as well. Derivatives may also be used to hedge, gain exposure, or generate additional income.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Industrial Services
Stocks97.77%
Finance36.70%
Industrial Services10.94%
Transportation7.80%
Communications6.23%
Health Technology4.61%
Technology Services4.49%
Retail Trade4.19%
Consumer Services3.64%
Energy Minerals3.37%
Non-Energy Minerals2.75%
Miscellaneous2.71%
Commercial Services2.59%
Consumer Non-Durables2.25%
Electronic Technology1.67%
Utilities1.56%
Process Industries1.22%
Producer Manufacturing1.04%
Bonds, Cash & Other2.23%
Cash2.23%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history